Built to Serve. Structured to Last.

For more than 37 years, Ira Feld has provided financial and wealth management advice to corporations, institutional investors, and high-net-worth individuals. He began his career in the institutional fixed income trading departments of prominent Wall Street firms, including Citibank, NA and Credit Suisse. He joined Merrill Lynch in 1995 and later moved the practice to Morgan Stanley. In 2025, Ira and his team joined Wells Fargo Advisors, offering clients enhanced access to the deep resources and technology required by ultra-high-net-worth investors. He serves as Private Wealth Financial Advisor and Managing Director – Investments at Feld Weinstein Private Wealth Management Group of Wells Fargo Advisors in Baton Rouge.

Ira holds the C(k)P^® (Certified 401(k) Professional) designation, which he earned through UCLA Anderson School of Management Executive Education. This certification indicates that Ira has a deep understanding of 401(k) plans, including plan design, fiduciary responsibilities, investment options and participant education. He also has earned Certified Investment Management Analyst® certification. As a CIMA® professional, Ira is highly equipped to navigate complex financial situations, particularly for high-net-worth individuals and clients with sophisticated investment needs. With in-depth expertise in portfolio construction, risk management, and advanced investment strategies, Ira is committed to upholding the highest standards of ethical conduct and continuously advancing his knowledge through ongoing education.

With a deep understanding of both the corporate and private wealth management sectors, Ira provides clients with personalized, strategic guidance rooted in his extensive experience. He is known for his ability to craft customized retirement strategies and risk-adjusted investment solutions that align with the unique needs of individuals, families, business owners, and nonprofit organizations. Ira enjoys tackling complex financial situations and delivering tailored solutions that strengthen long-term relationships built on trust. He listens closely and encourages clients to remain patient and trust that, with time the best outcomes will unfold.

Ira earned his undergraduate degree from Tulane University’s A.B. Freeman School of Business and completed his Master of Business Administration from Louisiana State University. Outside of his professional role, Ira is an avid tennis player and golfer. He and his wife Carla live in Baton Rouge, where they enjoy spending time with their daughter, Gabrielle.

With over three decades of experience in the financial services industry, David Weinstein is Private Wealth Financial Advisor and Managing Director – Investments at Feld Weinstein Private Wealth Management Group of Wells Fargo Advisors. He began his career in 1993 with Investment Advisors International, before taking on key roles at Morgan Keegan and Merrill Lynch. He joined Morgan Stanley in 2016, building a distinguished career providing ultra-high-net-worth families and business owners with a comprehensive, hands-on approach to wealth management.

David’s passion for investing began during his teenage years, when he immersed himself in learning about the financial world. This early interest laid the foundation for the technical analysis and investment management skills that he has honed over the years. Drawing from his own experiences in real estate, partnerships, and advising on complex family wealth structures, David guides clients through life’s critical milestones and liquidity events, helping them navigate complex financial decisions while staying focused and avoiding the emotional swings of market volatility.

David collaborates closely with clients' estate attorneys and CPAs to help ensure that decisions are well-understood and aligned with long-term financial goals. He helps clients avoid common pitfalls like impulsive financial decisions and leverages his deep investment knowledge to create plans that help to safeguard wealth. With a combination of investment knowledge and personal life experience, David is uniquely positioned to offer insights that help empower clients to preserve and grow their wealth for generations to come.

 

Outside of work, David is a commercially rated pilot with an airline transport pilot license. He also enjoys skiing and golfing in his downtime. He and his wife, Tara, are proud parents of two daughters: Lindsey, a law student, and Allie, who is building her career in marketing and real estate.

With nearly two decades of experience in the financial services industry, Sergio Collette is Private Wealth Financial Advisor and Managing Director – Investments at Feld Weinstein Private Wealth Management Group of Wells Fargo Advisors. Sergio is dedicated to helping clients achieve their financial goals with clarity and confidence.

He graduated from Louisiana State University in 2006 with a degree in Economics and began his career at Merrill Lynch, where he spent 10 years developing his investment expertise and building long-term client relationships.

As a CERTIFIED FINANCIAL PLANNER^® professional, Sergio specializes in comprehensive wealth planning, focusing on retirement income strategies, estate planning, college funding, and long-term wealth management. He works with a diverse range of clients, providing thoughtful guidance tailored to their unique financial needs and aspirations.

Sergio is known for his ability to simplify complex financial concepts, making them accessible and actionable. His client-centered approach combines emotional intelligence, attentive listening, and attention to detail to craft personalized, ongoing financial plans. Clients appreciate his consistent follow-through and his commitment to helping them strike a healthy balance between saving for the future and enjoying life in the present.

Outside of work, Sergio is an active member of his community, volunteering as a coach for his children's sports teams and enjoying time in the yard. He lives in Louisiana with his wife, Rebecca, and their children, Sloane and Grey. Sergio finds fulfillment both professionally and personally in helping families secure their financial futures and make meaningful memories along the way.

With 14 years of experience in the financial industry, Brandon Chagnard, CFP^®, Financial Advisor, Senior Vice President-Investments, is skilled in navigating the complexities of wealth management. Having started his career at Merrill Lynch and continuing at Morgan Stanley, Brandon has built his knowledge in strategic wealth planning and investment management. As a CERTIFIED FINANCIAL PLANNER^®, Brandon is committed to providing holistic financial guidance, incorporating tax planning, retirement strategies, estate planning, and investment management into a cohesive strategy tailored to each client’s unique goals. Known for his client-first approach, he focuses on financial education, helping to ensure clients understand every aspect of their financial journey. As a CFP^®, Brandon adheres to the highest standards of professional ethics and competence, and he is committed to putting his clients' interests first.

Brandon’s passion for finance was sparked by personal experience. Witnessing financial struggles within his own family motivated him to chart a different path—one that would help empower others to achieve financial security. He earned a full soccer scholarship to attend West Virginia Wesleyan College, followed by obtaining a B.S. in Business Administration from the University of New Orleans in 2011. His approach combines comprehensive wealth planning with hands-on investment management, all aimed at delivering meaningful, long-term results for his clients.

Brandon enjoys working with the next generation of ultra-high-net-worth individuals, particularly the children and grandchildren of long-standing clients. His unique blend of empathy, openness, and analytical skill makes him a trusted advisor in financial decision-making. Brandon is known for his meticulous attention to detail and his ability to clearly communicate complex investment strategies, ensuring that his clients feel confident in their financial decisions.

Outside of work, Brandon remains active in his community and plays semi-professional soccer with the Baton Rouge Capitals. He resides in Baton Rouge with his wife, Amy, and their two young children, Leo and Quinn.

With over a decade of experience in the financial services industry, Cherie brings a wealth of expertise to her role as a Senior Registered Client Associate at the Feld Weinstein Private Wealth Management Group of Wells Fargo Advisors. Having spent the past nine years at Morgan Stanley, following earlier positions at Merrill Lynch and Chase Bank, Cherie has built a solid foundation in business management. Cherie’s career is defined by her strong sense of reliability, approachability, and a keen focus on client service. She earned her degree from Louisiana State University in 2008.

Cherie plays a critical role in supporting clients at every stage of their financial journey. Specializing in money movement, wire transfers, and new account onboarding, she helps to ensure that each client interaction is handled with precision and care. Her deep understanding of operational processes and attention to detail allow her to manage complex client requests seamlessly, consistently delivering a smooth and efficient experience.

Known for her prompt, clear, and sincere communication, Cherie is dedicated to solving problems quickly and accurately. Her commitment to exceeding client expectations has earned her the trust of both clients and colleagues alike. Cherie’s combination of loyalty, reliability, and grounded professionalism allows her to easily navigate tasks with excellence, always putting the needs of the client first.

Outside of work, Cherie is a proud resident of Pride, LA. She enjoys spending time with her husband, Nick, and their children, Kason and Cash. Together, they love camping, hunting, fishing, and supporting their local youth sports community.

Claire McVea is a Client Performance Analyst at Feld Weinstein Private Wealth Management Group of Wells Fargo Advisors. She joined the team in August of 2022 as Registered Client Service Associate after working in Human Resources, the Office of the President at LSU, and as Director of Offices for James Carville.

Claire’s day-to-day responsibilities include answering client questions about accounts and statements, placing trades, initiating transfers, assisting with paperwork, and helping clients navigate online platforms. She is also proactive in reaching out to clients to help ensure their needs are met and their accounts are in good standing.

Claire holds a Bachelor of Arts degree in Political Economy from Tulane University. Her diverse background has helped her develop a strong ability to communicate effectively and provide outstanding client service. She enjoys building relationships with clients, getting to know them personally, and contributing to a team that is committed to continuous learning and delivering excellent service.

Outside of work, Claire enjoys cooking, reading, walking, and spending time with her family. She and her husband, Stephens, have a daughter, Lilley, and a young son, Warren. Claire is passionate about helping clients and being part of a team that strives for excellence every day.

Garrett Gamble is a Registered Client Associate at the Feld Weinstein Private Wealth Management Group of Wells Fargo Advisors with three years of investment experience. He is passionate about providing exceptional client service and assisting clients through every phase of their financial journey. In his role, he is responsible for handling incoming client inquiries, assisting with portfolio reviews, running reports, and delivering top-tier customer service. Garrett’s focus on client satisfaction is reflected in his approach to helping clients resolve estate accounts and providing efficient transaction-related assistance. He also works closely with the team to develop specific financial presentations and illustrations to better serve clients and explore new opportunities. He values the open communication and teamwork that allows the team to deliver the best results for clients.

Prior to joining the team, Garrett was Associate Advisor at Carson Wealth - The Shobe Financial, where he was responsible for preparing in-depth financial plans, including cash flow statements, insurance analysis, and estate preparation. A Summa Cum Laude graduate of Louisiana State University in 2023, Garrett also holds an honors diploma from Catholic High School, where he graduated Summa Cum Laude in 2019.

Outside of his professional role, Garrett enjoys golfing, fishing (both freshwater and saltwater), soccer, and skiing. Garrett always looking for ways to spend quality time with family and friends, whether through active outdoor activities or family game nights. He is engaged with plans to marry his fiancé in January 2026. He also enjoys playing fetch with his black lab, Louie.